so we keep telling clients, watch these defense contractors. it has utx, it has boeing, it has lockheed martin. these guys will be the most impacted by sequestration if this hits. so we always watch this for stress if the market is selling off for cliff reasons or if it's just a near term emotional blip. kelly, the other thing we're paying a lot of attention to is the gold market. we've been seeing investors buying a lot of protection against gold over the last month and gold has been having some big swings that have been well publicized because of the fiscal cliff action. now, why? everybody is like, all of a sudden, if we go over the cliff, gold should jump because it's a safe haven trade. not whatsoever. if we go over the cliff, that's tighter monetary reaction. that's a big cold headwind as far as the buzz is concerned out there. that's why we've been seeing a lot of people buying december and january put peps. >> david, normally this time of year, we get window dressing. i just wonder whether the opposite is happening. >> you're hitting it